VRABE Regional Adult Based Education

What the Heck is a Trust and Do I Need One? FP09

13 Seats Available

What the Heck is a Trust and Do I Need One?

Sessions:

1

Dates:

3/18/2021

Location: Instructor:
  • Atty Jeff Rivard

Meeting Times

  • Thursday 6:00 PM - 7:30 PM

Description

You've heard about trusts.  But what exactly are they and what do they do for you?  You've heard the different types - Revocable, Irrevocable, Special Needs, Testamentary.  In a nutshell, a trust is an ownership system between 3 people - the first person who gives the second person legal right to hold money (or other assets) for the third person who receives the money.  Simple, right?  Well...there's a little more to trusts than that!  In this course, we'll explain how trusts are created, explain the different types of trusts, and go over who you should choose to participate.  You'll walk away knowing how to use trusts to do things like....minimize and/or avoid taxes, protect assets and keep public benefits for loved ones with special needs, and how to avoid probate court.  Whether you are new to trusts or even understand them well, you'll walk away understanding how to use these powerful planning tools to your advantage.

Fees

  • Class Fee $19.00
Total: $19.00